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50018072 | Trademark

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Filed July 28, 2026
Serial No. 50018072
Examining Attorney null
Class Downloadable database management software for use by financial advisors; Downloadable software, downloadable mobile applications, downloadable educational publications, downloadable electronic workbooks, downloadable digital assessments, downloadable reports, downloadable templates, downloadable decision-support tools, downloadable artificial intelligence software, downloadable educational software, downloadable relationship assessment software, downloadable family governance software, downloadable mentoring software, downloadable wealth stewardship software, downloadable collaboration software, and downloadable software for leadership development, family communication, succession planning, philanthropy, advisor development, and multi-generational family education.; 021; 023; 026; 036; 038; 100; 101; 107; 100; 101
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Case Type Trademark Service mark
Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.
Last Updated: 1 day, 1 hour ago
Filing Date # Docket Text